See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,288 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,431 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,261 | $145,877-61.4% | $150,045-62.5% | $102,872-45.3% |
| Participation rate | 36.3% | 79.8%-43.6pp | 82.3%-46.0pp | 73.0%-36.7pp |
| Annual return | 21.17% | 21.37%-0.2pp | 62.55%-41.4pp | 19.06%+2.1pp |
| Employer contribution / active EE | $388 | $4,710-91.8% | $4,693-91.7% | $3,526-89.0% |
| Participant deferral / active EE | $4,552 | $9,491-52.0% | $7,997-43.1% | $5,535-17.8% |
| Admin fee / account holder | $157 | $176-10.7% | $13,435-98.8% | $292-46.3% |